See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,113 | $107,334-87.8% | $92,893-85.9% | $152,861-91.4% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.4%-11.9pp |
| Annual return | 28.57% | 145.58%-117.0pp | 109.41%-80.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $794 | $4,221-81.2% | $3,653-78.3% | $4,762-83.3% |
| Participant deferral / active EE | $4,152 | $4,845-14.3% | $4,236-2.0% | $5,850-29.0% |
| Admin fee / account holder | $1,219 | $7,079-82.8% | $5,794-79.0% | $11,596-89.5% |